Rising Generation Philanthropy By David WerdigerFamily Governance No Comments September, 2020 2 min read There are very different generational attitudes to philanthropy in families. While previou...Read More 14 September, 2020
Pandemic Succession Planning By David WerdigerSuccession Planning No Comments September, 2020 2 min read Abraham Lincoln famously said: “Don’t swap horses in the middle of the stream&...Read More 12 September, 2020
The Three Key Ingredients to Family Business Transition By David WerdigerWealth Transition No Comments September, 2020 2 min read “How to transition the family business to the next generation?” The answer dep...Read More 2 September, 2020
Single & Multi Family Office Considerations By David WerdigerFamily Office No Comments August, 2020 2 min read A family office is usually structured around the individual needs and preferences of the f...Read More 14 August, 2020
Preparing the Rising Generation For Succession Planning By David WerdigerSuccession Planning No Comments August, 2020 2 min read How can families best prepare the rising generation for inheritance and/or joining the fam...Read More 12 August, 2020
Succession For Family Wealth Advisors By David WerdigerFamily Wealth Advisory No Comments July, 2020 2 min read Financial advisors are an ‘old’ bunch – with an average age in their mid...Read More 15 July, 2020
Family Business During Crisis By David WerdigerFamily Conflict Resolution No Comments July, 2020 2 min read During a crisis, having a family business can be a double-edged sword. On one hand, there ...Read More 14 July, 2020
Speaking Truth to Power Speaking Truth to Power By Kim AdamsFamily Governance No Comments July, 2020 4 min read While the term “truth to power” has its roots in dissidents rising up against ...Read More 10 July, 2020
Family Governance: Why? When? By David WerdigerFamily Governance No Comments June, 2020 2 min read When family wealth is controlled or owned by a single person (usually the wealth creator),...Read More 15 June, 2020
Entrepreneurial Legacy By David WerdigerWealth Transition No Comments June, 2020 2 min read Most wealth is created through entrepreneurship: taking a risk to start a business, and gr...Read More 13 June, 2020
What Family Advice Do You Need? By David WerdigerFamily Office No Comments May, 2020 3 min read When it comes to advisors, I have two simple rules: Family advisors need additional skills...Read More 22 May, 2020
Values are the Foundation of a Successful Family Business Transition By David WerdigerWealth Transition No Comments May, 2020 2 min read How to maintain family wealth through generations? Get the best financial advisors and man...Read More 18 May, 2020